JPMorgan Chase & Co. $JPM Shares Purchased by Perigon Wealth Management LLC

Posted by ABMN Staff on Jan 3rd, 2026

Perigon Wealth Management LLC raised its stake in JPMorgan Chase & Co. (NYSE:JPM) by 6.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 131,018 shares of the financial services provider’s stock after acquiring an additional 7,427 shares during the quarter. JPMorgan Chase & Co. makes up approximately 0.8% of Perigon Wealth Management LLC’s investment portfolio, making the stock its 19th largest position. Perigon Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $41,327,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Creative Planning lifted its position in JPMorgan Chase & Co. by 2.2% during the 2nd quarter. Creative Planning now owns 1,364,887 shares of the financial services provider’s stock worth $395,695,000 after buying an additional 29,844 shares in the last quarter. Aviva PLC increased its position in shares of JPMorgan Chase & Co. by 6.0% in the second quarter. Aviva PLC now owns 2,232,458 shares of the financial services provider’s stock valued at $647,212,000 after acquiring an additional 126,742 shares during the last quarter. Triangle Securities Wealth Management raised its holdings in JPMorgan Chase & Co. by 14.1% during the third quarter. Triangle Securities Wealth Management now owns 25,822 shares of the financial services provider’s stock worth $8,145,000 after acquiring an additional 3,191 shares in the last quarter. Kelman Lazarov Inc. boosted its position in JPMorgan Chase & Co. by 16.9% during the second quarter. Kelman Lazarov Inc. now owns 1,257 shares of the financial services provider’s stock valued at $364,000 after purchasing an additional 182 shares during the last quarter. Finally, Gladwyn Financial Advisors Inc. bought a new position in JPMorgan Chase & Co. in the second quarter valued at approximately $534,000. Institutional investors and hedge funds own 71.55% of the company’s stock.

JPMorgan Chase & Co. Price Performance

Shares of NYSE JPM opened at $325.22 on Friday. The firm has a market cap of $885.32 billion, a P/E ratio of 16.11, a price-to-earnings-growth ratio of 1.59 and a beta of 1.07. The business’s 50 day moving average is $312.85 and its 200-day moving average is $302.28. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 1.26. JPMorgan Chase & Co. has a 1-year low of $202.16 and a 1-year high of $330.86.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its quarterly earnings data on Tuesday, October 14th. The financial services provider reported $5.07 earnings per share for the quarter, topping the consensus estimate of $4.83 by $0.24. The business had revenue of $47.12 billion during the quarter, compared to analysts’ expectations of $44.42 billion. JPMorgan Chase & Co. had a net margin of 20.90% and a return on equity of 17.18%. The business’s revenue was up 8.8% on a year-over-year basis. During the same quarter in the previous year, the company earned $4.37 EPS. Equities research analysts predict that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

JPMorgan Chase & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Saturday, January 31st. Stockholders of record on Tuesday, January 6th will be issued a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend is Tuesday, January 6th. JPMorgan Chase & Co.’s dividend payout ratio is 29.72%.

Analyst Ratings Changes

A number of brokerages have recently issued reports on JPM. Royal Bank Of Canada dropped their price objective on JPMorgan Chase & Co. from $343.00 to $330.00 and set an “outperform” rating on the stock in a research note on Friday, December 12th. Keefe, Bruyette & Woods upped their price target on shares of JPMorgan Chase & Co. from $354.00 to $363.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 17th. DZ Bank reiterated a “neutral” rating on shares of JPMorgan Chase & Co. in a research note on Wednesday, October 15th. TD Cowen lifted their price objective on shares of JPMorgan Chase & Co. from $370.00 to $375.00 and gave the company a “buy” rating in a research report on Monday, December 15th. Finally, The Goldman Sachs Group lowered their price objective on shares of JPMorgan Chase & Co. from $355.00 to $354.00 and set a “buy” rating on the stock in a research note on Friday, December 5th. Fifteen analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $329.19.

Check Out Our Latest Analysis on JPM

Insider Buying and Selling at JPMorgan Chase & Co.

In related news, insider Robin Leopold sold 966 shares of JPMorgan Chase & Co. stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $311.92, for a total value of $301,314.72. Following the transaction, the insider directly owned 58,479 shares of the company’s stock, valued at $18,240,769.68. This trade represents a 1.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Company insiders own 0.47% of the company’s stock.

Trending Headlines about JPMorgan Chase & Co.

Here are the key news stories impacting JPMorgan Chase & Co. this week:

Positive Sentiment: Analysts and market pieces are highlighting JPMorgan as a top large‑cap financial pick for 2026 — the firm is viewed as “best of breed” and should benefit if rates fall (healthier yield curve, better lending outlook). Beyond the Santa Claus Rally—5 Quality Stocks to Buy in 2026
Positive Sentiment: Wall Street momentum: multiple brokerages have issued buy/overweight ratings and raised price targets (median ~ $340), supporting bullish investor expectations for JPM earnings and total return. JPMorgan Chase & Co. Stock (JPM) Opinions on 2026 Expense Warning
Neutral Sentiment: Intraday/near‑term price action noted by market sites shows modest gains — helpful context but not a driver by itself. JPMorgan Chase & Co. (JPM) Exceeds Market Returns
Neutral Sentiment: Macro/sector themes: MarketBeat’s sector pieces emphasize rotation into financials if rates ease — a tailwind for JPM but dependent on Fed action and loan demand. 2026 Sector Playbook: 3 Sectors Trading Below Fair Value
Negative Sentiment: Cost risk: social‑media and research chatter highlights a company warning that operating expenses could rise ~10% in 2026 — investors fear margin pressure if revenue growth lags. JPMorgan Chase & Co. Stock (JPM) Opinions on 2026 Expense Warning
Negative Sentiment: Litigation over the Javice student‑lead generation case remains active — JPM is contesting large legal fees and alleging third parties billed millions, which keeps headline risk and potential legal costs on investors’ radar. JPMorgan says Javice firms billed millions just for ‘attendance’ JPMorgan challenges Charlie Javice’s ‘unconscionable’ legal fees

JPMorgan Chase & Co. Company Profile

(Free Report)

JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.

The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.